Taylor Financial Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $749K | Buy |
2,564
+100
| +4% | +$29.2K | 0.47% | 43 |
|
|
2025
Q1 | $770K | Buy |
2,464
+59
| +2% | +$18.4K | 0.54% | 42 |
|
|
2024
Q4 | $697K | Hold |
2,405
| – | – | 0.48% | 44 |
|
|
2024
Q3 | $732K | Hold |
2,405
| – | – | 0.51% | 43 |
|
|
2024
Q2 | $613K | Sell |
2,405
-170
| -7% | -$43.3K | 0.47% | 46 |
|
|
2024
Q1 | $726K | Hold |
2,575
| – | – | 0.55% | 45 |
|
|
2023
Q4 | $763K | Buy |
+2,575
| New | +$763K | 0.63% | 44 |
|